Member Info for jenashon

Nice piece Terry. There were about 400 applicants & there's a shortlist of 76 villages & these will be shown in the 24 x 60 minute shows, they were straight out there filming in the summer, i read that the villages will be grouped into 4 regions & the winner from each region goes through to Grand Final. Its going to be Big viewing,(think Bake off, but bigger) 24 x 1 hour shows & the final, should be before the end of the year (or it would be Village of the Year 2018) . so either Christmas or New Year Final .(big TV viewing time) 10 weeks left of 2017 ! Also "Getting the Builders in" should also be about ready to air - lots to look forward to in the very near future . Nice to see more interest & the uptrend resume - good luck everyone -

News article by City AM - http://www.cityam.com/272728/focus-documentaries-pushes-zinc-media-back-profit Analysts at N+1 singer said underlying earnings were above expectations & were Bullish on Zincs prospects for the coming year.

Plus - making progress with certain acquisition targets & hope to update on progress in due course. (is this why solid set of results have been released before expected, should help sp & mcap to rerate) & New formats created will ensure enduring success over a number of years ahead. New Landmark commission for BBC music New contract for publishing to publish certain anual directories for RIBA

& its a 1 hour 29 min production, ( is it a two part production as the BBC are showing it on monday 11th sept 9pm - 10.30pm & then on monday 18th sept) helping to increase revenues, Brook Lapping have certainly been busy lately. Brook Lappings valuation must surely have increased since Ten Alps (now known as Zinc Media) bought them in 2002 for £2.35m in cash plus earn out of up to £2.15m. The valuation was based on P/E multiple of approx 4. A year ago Brook Lapping saw its turnover increase to £3.2m up from £1.9m the previous year, so it is growing fast. I am baffled by Zinc's current valuation, when all the companies within the group are now profitable & The TV production revenue is growing rapidly, in a rapidly growing sector. Last years results included a massive figure for depreciation/amortisation/impairment which made it look like a massive % fall in income - but that was due to writing down the value of the company due to the closure & sale of the printing divisions.(which were lossmaking & so either sold or closed) This year will see the opposite (nothing has closed ) & will that surely show a massive gigantic % increase in income, compared to last year.(as no impairment expected in results due out soon) There is so much to look forward " village of the Year" (24 x 60 min series) due out October (heard that on the grapevine) & "Getting the Builders in" will be out soon. There has been some chat about the Brave Bison tie up on other sites, my views on that are - is it a coincidence that Johnny Goodwin (zinc) & Kelvin Mackenzie (Brave Bison) who are very good friends, (Johnny Goodwin worked for Kelvin Mackenzie at The Wireless Group & Johnny Goodwin used to speak to Kelvin daily). Did Kelvin Mackenzie & his son Ashley Propose the deal, but could not persuade the Brave Bison BOD ? What now that the Mackenzies are not running BB,Will they launch a bid for Zinc? Is that the reason the SP is being held down ? Is a large shareholder in cahoots & helping to keep the sp down ? As it does not make sense to take a 6.5% stake in a turnaround company & then to offload a few% after all the hard work & just before the company returns to profit !! So is the current market cap of £5.73m a reasonable figure for a group with £20m revenue & growing & profitable - Reef must be worth more than that on its own! Good luck all.

Excellent post Sbuild, its great to know that you, who are in the film production industry, see Zinc Media as a such a good investment. The market is a bit impatient & will really wonder how it missed out here.

I feel that Terry has hit the nail on the head, Definitely Terry, with what Zinc are producing & being asked to produce - shows what a quality production company Zinc are, the turnaround has happened (long ago), The company is now producing "Quality content" that broadcasters need. The "formula" is working, Zinc have a great Team in place, The next wave of productions due to air very soon, are going to increase the demand for what Zinc do - Zinc are entering the the next phase of growth , Exciting times ahead,

I also can't give an answer Terry, wideyed seems to have a good idea about posibilities , i did read about Nick Knowles the DIY;sos presenter fearing for that shows future due to the high costs & difficulties due to the nature & size of the project's they get involved with. Maybe 'Getting the builders in' does not involve the BBC paying for the projects as its nearly a reality program, where the builders compete for the work & the customers pay for the work,(maybe with a little help from the BBC) but the losing builder talks through the positives & negatives of the work carried out by the builder who won the contract, Its what a lot of builders probably shout at the tv during grand designs, diy:sos etc. Its sure to be a winner with the viewers. BTW, Tonight's Panorama was another production for Panorama by Blakeway North, Plane Drunk. another Zinc media production. & those unusual trades, maybe the brokers are sending out signals - some sort of code !

Absolutely Terry, Ground level or below, current valuation is crazy. To Recap - Zinc Media are way undervalued compared to competitors, Love productions bought by SKY for 2.7 times revenue & there are parallels between Zinc & Love. All zincs outlets now Profitable. None of Potential has been priced into Zinc yet, so Zinc way undervalued. Once profits proven, equivalent SP based on Mcap = revenue would be many multiples of current SP. Using 2.7 X revenues (say £30m) = potential Mcap value of about £80m (about 10 x current Mcap) As announced in recent update, 76% rise in order book at start of financial year Its all positive & will be worth the wait, it may be quiet at the moment, a lot of folk on holidays, but Zinc are still growing & getting more production orders,, the 76% rise in the order book proves that, & the autumn winter schedules will be known soon & zinc will be getting quite a lot of airtime.' Village of the year' &' getting the builders in' are going to be winners, as they are like Bake Off, competitions as well as entertainment, Bake off got popular in part due to its "who will the winner be ?" & so audiences grew, i am sure this will be the same for ' Village of the year' & Getting the builders in" both similar formats. Its exciting ! Are you ready for the next uptrend ?

Running a company takes a lot of decisions, organisation, hard work, patience & having a vision. Becoming a shareholder takes a decision, being a shareholder also requires patience & vision.At least once you are a shareholder of a company that is growing & becoming known, you don't have to worry about "MISSING OUT" on the upward SP movements that generally occur when the company does well. Zinc Media companies are Winning Awards & gaining credibility for the work they do & producing revenue that is growing. The major productions being worked on & due to be televised this coming Autumn & Winter are going to be talked about as much as "Bake Off" is talked about. "Getting the Builders In" & "Village of the Year" plus many others, are I am sure going to be winners & will earn good revenue for Zinc Media & more recognition for being able to deliver quality productions - The Zinc Media brand will be sought out for even more productions & TV companies like ITV & SKY, like companies that can produce & earn revenue. (Sky bought a 70% stake in Bake Off producer Love Productions, when love productions had turnover of £13m & industry observers suggested that Love Productions was valued at £35m in a deal which was 2.69 x turnover) Those same companies must be viewing Zinc Media's current market valuation !! The summer may be quiet but all those who have the patience to hold on & top up,will i am sure be pleased they did so & not kicking themselves for missing the boat, once the next uptrend starts. (or a bid appears or someone like SKY wants a stake). Interesting times ahead.

I read an interesting post on advfn.com share chat by Clocktower, he says " news out from ITV being good news for zin, as the demand for production & streaming industry set to increase, furthering the demand for the services that Zinc provide" he also says " he would not be surprised to see ITV make a bid for Zinc to further consolidate ITV's production services" Now that Zinc are profitable & well managed again, I too would not be surprised to see other production companies taking a look at Zinc & the group of production companies within the group. The productions that are due out in the Autumn/winter are going to be well viewed, especially Reefs - "Village of the Year" & "Getting the Builders in", plus others. When "Bake Off" took off its production company also took off & it was bought up by quite a large company. This is the lull & the turning point has been reached.

Blakeway productions have 2 Emmy nominations for Ebola;the Doctors Story & Orpahans of Ebola. Plus Blakeways "ISIS the origins of violence" & Films of Record "TheSpy in The IRA" nominated for Grierson Trust Awards. More recognition for quality productions is more good news for Zinc Media.

Interesting positive post Sbuild, Its good to know what you think, especially as your in the film & TV industry so obviously you understand this sector & to be positive about Zinc Media the way you are, is certainly another reason why I will be holding on to my stake. Its good to hear the views of all the interesting people who post some really good posts, well done to all, exciting times ahead. Sorry I didn't reply to you wideyed about the topping up, i understand what you say about the fees to the broker, but also with some brokers the more trades you do the less the fees, i am also guilty of buying in larger chunks, thinking that the SP would move on them trades, but in reality the SP didn't move, where as, i have noticed sometimes small constant buy trades push up the SP & also get the interest of others. Would the SP move upwards if there were a large number of small buys from different buyers ? Maybe if the brokers saw a constant demand for buys (even small) would they put the price up a bit, so gradually momentum would build & the SP would gradually move. What moves the SP ? Large one off buys or a constant stream of smaller but more regular buys ?

Good posts Wideyed & TerryD , Zinc Media has certainly turned around & the Management is performing well, & Zinc now have the "right team of talented executives to drive sustained growth" who believe the Profitability will increase substantilally, so its a round of applause to those guys & well done to all who have held on, its been tough at times, but it certainly looks like the tough decisions that had to be made will now create benefits. Zinc are a solid company that's well undervalued. Good luck all & well done Zinc & wideyed I understand that feeling about topping up. Question - Is it better to buy regular small amounts or to be like Shenners & buy big, the reason I ask is that I have made some larger buys but then I noticed that the sp didn't move much on them buys, if I had spread it out, would it have made a difference as on the days when nothing was traded I would still have been buying. I am a bit like you Wideyed, I want to add more & have now started to think about regular smaller buys, it may cost more in fees but would it move the sp a bit more ?

Good news & a nice trading update http://www.zincmedia.com/wp-content/uploads/2017/07/Trading-Update.pdf

Sorry it was 5 awards & not 4 Zinc Communicate wins five 2017 EVCOM Screen Awards – 2 Gold Awards for Best Drama and Best Health & Safety Film, 2 Bronze Awards for Best Drama and Best Direction and a Silver Award for Best Training film.

Congratulations to Zinc Communications for the 2 Gold awards, 1 Silver award & 1 Bronze award received at the recent Evcom Screen Awards -which highlighted the very best in Corporate Film. Well Done - more recognition for Zinc Media

Re Brave Bison merger -"The deal had been reportedly proposed by Brave Bison’s now departed CEO Ashley MacKenzine and his father Kelvin, former editor at UK tabloid The Sun and Bison board member, but the duo failed to persuade other shareholders." I am thinking that the Mackenzies see value in Zinc Media, These guys have quite an insight into the world of media / video content , having previously sold online video business Base 79 for up to £50m to Rightster now known as Brave Bison - The Mackenzies must have done something right to pull off that deal, & now they see value in Zinc Media, doesn't that say something for Zinc Media !! It looks like Brave Bison have closed the door on any deal & have a different vision to there original creater so what are the Mackenzies going to do now ? Have they still got eyes for Zinc Media ? What has Johnny Goodwin got to say about all this , after all he is great friends with Kelvin & once worked for him at the Wireless group, another business that the Mackenzies were involved with, TV & Radio broadcasters were sought after at that time. Nowadays its content & production & it looks like Zinc are starting to get noticed as a Quality company who are very much undervalued ! Some investors 'that manage other peoples money' are playing games with this investment, they have the power to move the price down just when its going up, that then puts off investors, why ? Are they also buddies with others that are circling Zinc, there have certainly been some shenanigans going on !!

The last time This David Galen was buying, he topped up a few days later back in March, The directors would probably have been restricted from topping up during the recent merger talks, so now they are free to top up. It certainly a positive move, the results must surely be going to look good.

Brook Lapping production aired on BBC3 on sunday at 6.45pm, a 45 min production - examining the artistic merits of the GRID Also, Zinc Communications films for Nationwide Education have been shortlisted for the EVCOM Screen Awards 2017 - Showcasing the best talent in the industry. All good news - looking forward to a good set of results.

It Keeps getting better - Channel 4 have ordered a new Reef Documentary on Britain's Airfields, The 4 x 1 hour series "FLYING HIGH WITH ARTHUR WILLIAMS" was commissioned for C4 & will see the former Royal Marine take to the skies in his very own Piper J3 Club airplane visiting the network of airfields across the UK, His journeys will take in breath-taking views of the country at large, whilst in his stop-downs he’ll meet the extraordinary characters involved in airfield life, go for a spin in planes new and old and celebrate our national passion for flying. Another company in the Zinc Media portfolio that is doing very well & getting very good commissions. In 2014 Reef's turnover was £5.735m, GP was £1,489m & OP was £470k in 2016 Reef's turnover was £10423m GP was £2,158m & OP was £779k (18 months) (so about £7m for 12months) Its good growth & its valuation should also have grown . Zinc is way way undervalued. I bought a few more this morning to see if it would show, not yet !! whats going on ?